EIM
TAX

Essex Investment Management’s Liberty Tax, Inc. Class A TAX Stock Holding History

Essex Investment Management’s Portfolio TAX Stock Details TAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-10,530
Closed -$135K – 397
2016
Q3 		$135K Hold
10,530
– – 0.02% 321
2016
Q2 		$140K Sell
10,530
-1,185
-10% -$15.8K 0.02% 306
2016
Q1 		$229K Sell
11,715
-90
-0.8% -$1.71K 0.04% 292
2015
Q4 		$281K Sell
11,805
-130
-1% -$2.96K 0.04% 271
2015
Q3 		$278K Hold
11,935
– – 0.05% 274
2015
Q2 		$295K Sell
11,935
-165
-1% -$4.16K 0.04% 274
2015
Q1 		$337K Sell
12,100
-5
-0% -$163 0.05% 267
2014
Q4 		$433K Hold
12,105
– – 0.06% 245
2014
Q3 		$391K Sell
12,105
-1,805
-13% -$61.4K 0.06% 255
2014
Q2 		$463K Sell
13,910
-11,381
-45% -$318K 0.07% 252
2014
Q1 		$702K Sell
25,291
-5,017
-17% -$130K 0.1% 222
2013
Q4 		$736K Buy
+30,308
New +$650K 0.1% 232

Other funds holding TAX

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
SBCM
Schwerin Boyle Capital Management Springfield, Massachusetts $816M AUM 14.79% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
NA
NS Advisors Westport, Connecticut $71M AUM 25.21% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Essex Investment Management's TAX Position: Q4 2016 in Review

Essex Investment Management sold out of Liberty Tax, Inc. Class A (TAX) in Q4 2016, closing a stake of 10,530 shares — an estimated $135K sold.

Essex Investment Management first reported a position in TAX in Q4 2013 and held it in 12 quarters. The position peaked at $736K in Q4 2013. 62 funds tracked by Wall St. Rank hold TAX as of Q4 2016.

  • Essex Investment Management reported no remaining Liberty Tax, Inc. Class A position as of Q4 2016 after selling out during the quarter.
  • Essex Investment Management sold 10,530 Liberty Tax, Inc. Class A shares in Q4 2016, an estimated $135K.
  • Essex Investment Management first reported a position in Liberty Tax, Inc. Class A in Q4 2013 and held it in 12 quarters.
  • Essex Investment Management's Liberty Tax, Inc. Class A position peaked at $736K in Q4 2013.
  • 62 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q4 2016.

Based on Essex Investment Management's 13F filing for Q4 2016, filed 8 Feb 2017.